Samsung started making HBM3E memory stacks with twelve layers this year. Each stack holds 36 GB of computer memory. The company built these chips before Nvidia approved them, which creates a risk since Nvidia might reject the chips. The process takes almost six months from start to finish.
If Nvidia approves the chips in July, shipping would start around December. By that time, many buyers might want newer HBM4 memory instead. Samsung believes making chips early helps them sell faster once approved. They think their chips will meet Nvidia's needs. Fast delivery could give Samsung an advantage against rivals.
Memory technology changes quickly every few months. Chip makers follow what Nvidia wants for AI machines. Samsung might lose money if people stop wanting HBM3E before they sell their supply. Running factories costs lots of money. Having extra chips uses cash that could go elsewhere.
If Nvidia approves the chips in July, shipping would start around December. By that time, many buyers might want newer HBM4 memory instead. Samsung believes making chips early helps them sell faster once approved. They think their chips will meet Nvidia's needs. Fast delivery could give Samsung an advantage against rivals.
Memory technology changes quickly every few months. Chip makers follow what Nvidia wants for AI machines. Samsung might lose money if people stop wanting HBM3E before they sell their supply. Running factories costs lots of money. Having extra chips uses cash that could go elsewhere.
